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Doug Goldstein

Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Colleen Jaconetti, CFP®, a senior investment analyst with Vanguard Investment Strategy Group discuss the various investment strategies an investor can use during financial planning. Colleen describes some of the more common strategies used and offers the pros and cons of each investment strategy. She focuses the most on the “Dynamic Retirement Spending” strategy. She explains how the strategy works and why it is important for investors to have a set plan before they invest their money.

The dos and don’ts of a financial windfall.

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Doug offers a free resource for investors who may have found themselves with an unexpected windfall, like an inheritance. He has created a list of tips called The Best Way to Invest an Inheritance: What You Should and Shouldn’t Do with a Windfall. To download this helpful list, go to today’s show notes.

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at doug@profile-financial.com